Annual Gifts- Gifts made in support of VGS that are used to fund programs and services for the current year.
Endowment Gifts– Gifts made to VGS’ endowment funds that ensure VGS’ mission, core programs and services have sustained funding even during vulnerable economic cycles.
Legacy Gifts– Gifts made through bequests, living trusts, retirement plans, life income gifts, and life insurance policies that can provide perpetual support for VGS.
Make a cash gift in support of VGS- Gifts to either the Annual Fund or our Endowment can be made by check or credit card.
Make a gift of stock in support of VGS- Gifts made to either the Annual Fund or our Endowment can also be made in the form of a securities transfer. Below are step-by-step instructions to making a gift of stock to VGS.
Direct Stock Transfer Instructions:
To make a direct transfer from your broker to VGS’ broker, Compass Group of Wells Fargo Advisors (DTC Transfer):
1. Notify VGS’ VP of Development, Adam Ross, by calling 216.881.6014 or by email at firstname.lastname@example.org.
2. Provide the following information to your broker in order to transfer the stock to the Compass Group of Wells Fargo Advisors:
a. DTC#: 0141
b. Account name: Vocational Guidance Services
c. Account number: 8041-7300
3. Your gift will be valued the day your stock is received in VGS’ account.